← All themes Water

Water Infrastructure

Pipes, pumps, valves, and meters move and measure water, and much of the installed network is old enough to lose a large share of what passes through it. Replacement is slow, locally funded, and unavoidable.

17 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
276
SRC
Shufro Rose & Co
New York
$10.5M -$3.5M 2 1.18% Reduced
277
NIM
NXG Investment Management
Texas
$10.5M -$2.8M 1 0.47% Reduced
278
ECP
Electron Capital Partners
New York
$10.4M +$9.21M 2 3.67% New
279
Analytic Investors
Analytic Investors
California
$10.3M +$8.65M 3 0.13% Increased
280
BPM
Bronson Point Management
Connecticut
$10.3M +$10.1M 1 4.34% New
281
SAM
Scopus Asset Management
New York
$10.2M +$6.44M 1 0.17% Increased
282
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$10.2M +$728K 2 0.19% Increased
283
GWI
Grace & White Inc
New York
$10.2M +$73.2K 1 2.3% Increased
284
SCM
Stevens Capital Management
Pennsylvania
$10M +$4.25M 2 0.4% Increased
285
TCM
Tributary Capital Management
Nebraska
$9.89M +$261K 2 1.56% Increased
286
AMG National Trust Bank
AMG National Trust Bank
Colorado
$9.85M $0 2 0.9% Maintained
287
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.83M -$134K 4 0.17% Reduced
288
USAA
United Services Automobile Association
Texas
$9.61M -$2.01M 3 0.03% Reduced
289
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$9.59M -$5.32M 4 0.11% Reduced
290
Arizona State Retirement System
Arizona State Retirement System
Arizona
$9.56M +$96.7K 5 0.12% Increased
291
TCMG
TSP Capital Management Group
New Jersey
$9.51M -$284K 1 5.23% Reduced
292
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$9.48M -$3.56M 2 0.4% Reduced
293
Peconic Partners
Peconic Partners
New York
$9.35M +$8.48M 1 2.03% New
294
Barclays
Barclays
United Kingdom
$9.3M -$484K 8 0.01% Reduced
295
HCMNY
Howard Capital Management (New York)
New York
$9.23M +$34.1K 1 1.81% Increased
296
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$9.08M -$1.17M 1 0.62% Reduced
297
VFM
Viking Fund Management
North Dakota
$9.03M +$907K 1 1.73% Increased
298
GE
General Electric
Ohio
$8.67M +$2.83M 1 0.04% Increased
299
Pinnacle Associates
Pinnacle Associates
New York
$8.65M +$418K 1 0.19% Increased
300
TWMP
Taylor Wealth Management Partners
Massachusetts
$8.52M -$2.47M 2 4.02% Reduced